AWM Insights Financial and Investment News

While many states in the U.S. are beginning to relax social distancing practices, the future is still uncertain with some still wondering if there will continue to be drastic market fluctuations. This has sparked many to wonder whether they should stay in the markets at all in the face of potentially more downturns? Why not just return to the markets once they begin to normalize again? While marke...

Real estate is a topic that a lot of people have interest in - often from being home owners themselves. There is wide exposure to the idea of investing through real estate in tv shows, books, webinars and more. One question we've been frequently asked by our clients is if this current time is providing a unique opportunity to invest in real estate in the midst of market uncertainty. The ultimate a...

After another week of wild financial markets, we saw another historic first yesterday where the price of oil actually went negative. Does this mean you should run out to your local gas station and have them pay you to store gas? Well, no - but it does drive home an important point: You can't predict the future. At the end of the day, trying to outguess the public markets is a great sales pitch but...

In a time where it can feel like a lot of things are out of our control, there are still some things you can do that add tremendous value to your portfolio. Last week, we discussed one of the methods - tax-loss harvesting - and we'll continue this week by looking at asset location. At its core, asset location is essentially a method of managing multiple accounts as one single portfolio. Research h...

The last month has been a wild ride in the financial markets. At one point, we were down 34% and then all the sudden we have seen a quick rebound where - as of today (April 7) - the S&P is up 24.7% from its 52 week low that had been set on March 23rd.  As we mentioned last week, what can happen during these times of flux is that people can tend to rely on asking important questions to the wron...

The financial market upheaval that has accompanied the COVID-19 epidemic has been a teachable moment for investors. The S&P had been down 34% and investors wondered if it would ever stop falling. People were asking if they should take their money out of the markets - another form of trying to time it. Then, in 3 days, the market bounced back 17%, which was the biggest 3-day gain since 1931. As...

In times of uncertainty, it's human nature to try and control things - specifically within investing. Some of the most frequently asked questions we've received from our clients are: "Should I be reacting right now to try and stop the bleeding?" or "What are ways to utilize this market downturn to turn a seemingly bad financial situation into a good one?" We've also consistently been asked "Is thi...

Welcome back to another edition of AWM Insights. With all the recent public market volatility, we've been highlighting the importance of our long-term investment strategy. Since 1928, there have been 24 bear markets. A unique trait they have all shared is that every one in U.S. history has then led to new all-time highs. However, while it's important to stay patient and stick to the plan - we also...

Welcome to our new bonus series: AWM Insights! In these mini episodes, we will hear from the AWM team on different topics and resources relevant to our community in 5-7 minute episodes.  For our first episode, there is an easy segue with the news of the Covid-19 virus and its impact on global markets. This has been a concern from a human level and a health level - however, our strategy remains the...